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Order intake increases in Q1 2017 by 20.5% compared to Q4 2016
Revenue suffered due to the business disruption under the protective shield, backlog end of March amounts to €97.7 million, Revenue recognition resulting at € 33.5 million
Finalisation of the Protective Shield and better opening backlog will lead to improved revenues
Cash position of € 16.8 million
We love VALEANT
PIPELINE SO PERFECT
https://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=Logarithmic&chdeh=1&chfdeh=0&chdet=1499716800000&chddm=502044&chls=IntervalBasedLine&q=NYSE:VRX&ntsp=1&ei=tL1jWZieHYqKUtDKnvgI
feb 22, 2016 86.50
Feb 19, 2016 90.48
Feb 18, 2016 92.95
Feb 17, 2016 92.19
Feb 3, 2016 92.68 94.39 87.33 94.19 6,171,933
https://www.aegps.com/en/investor-relations/investor-news/article/1116/?cHash=425e8bf54ad0e142a1d2188f957b02ea
AEG POWER SOLUTIONS TO SECURE POWER FOR MAJOR PETROCHEMICAL PLANTS IN OMAN
Deutsche Bank: The Bottom Is Firmly In Place
https://seekingalpha.com/article/4085138-deutsche-bank-bottom-firmly-place
Europe’s largest investment bank reported an 11 percent increase in revenue from trading bonds and currencies in the first quarter. That’s less than half the 24 percent jump in the combined fixed income revenue at the five biggest U.S. investment banks. Income from dealing in stocks, which the firm has sought to expand because of its lower capital requirements, declined 10 percent while it was broadly flat at the U.S. lenders.
Net income in the three months through March rose to 571 million euros, from 214 million euros a year earlier. That beat the 475 million-euro estimate of seven analysts surveyed by Bloomberg as costs declined and the company booked lower restructuring charges.
(BLOOMBERG)
Castagna, Michael new CEO
As mentioned above, MannKind Corporation is off to a strong start to the trading session this morning after announcing that a key change has been made to the company's management. According to the announcement, Michael Castagna, Pharm.D., has been appointed as the new CEO of he company, a change that took effect on May 25th. Castagna has also been appointed to the Board of Directors of MNKD. In a statement, Kent Kresa, Chairman of the Board, had the following to offer...
Dr. Michael E. Castagna, Pharm.D., serves as Corporate Vice President, Chief Commercial Officer of Mannkind Corporation. Dr. Castagna, Pharm.D has been our Chief Commercial Officer since March 2016. From November 2012 until he joined MannKind, Dr. Castagna was at Amgen, Inc., where he initially served as Vice President, Global Lifecycle Management and was most recently Vice President, Global Commercial Lead for Amgen’s Biosimilar Business Unit. From 2010 to 2012, he was Executive Director, Immunology, at Bristol-Myers Squibb. Before BMS, Dr. Castagna served as Vice President & Head, Biopharmaceuticals, North America, at Sandoz. He has also held positions with commercial responsibilities at EMD (Merck) Serono, Pharmasset and DuPont Pharmaceuticals. He received his pharmacy degree from University of the Sciences-Philadelphia College of Pharmacy, a Doctor of Pharmacy from Massachusetts College of Pharmacy & Sciences and an MBA from The Wharton School of Business at the University of Pennsylvania.
http://www.mannkindcorp.com/research-development/pipeline/
Qatar aims for greater stake in DB !
Qatar's royal family has asked approval from Germany's financial regulator to boost its stake in Deutsche Bank (NYSE:DB) to more than 10%, sources told Bloomberg, stating the request was made several months ago.
Should the increase take place, they would become the bank's largest shareholder, ahead of Chinese conglomerate HNA Group which holds just less than 10% of the lender.
MORE BREAKING NEWS
Eldorado Gold (EGO) Get it for double
massive liquidity of $1.1 billion, which includes $880 million in cash, cash equivalents and term deposits, and a $250 million undrawn line of credit.
Here is where things get even more interesting. Eldorado says it finished the year with massive liquidity of $1.1 billion, which includes $880 million in cash, cash equivalents and term deposits, and a $250 million undrawn line of credit. Part of this is due to the company's completed sale of its non-core Chinese assets for $600 million. This is arguably one of the strongest balance sheets in the gold mining sector.
For 2017, Eldorado is guiding for 365,000 to 400,000 ounces of gold, and this is much lower than 2016 due to the sale of the two producing Chinese mines. However, the company expects its cash operating costs to decline significantly in 2017 to $485-535 per ounce, with all-in sustaining costs falling to $845-875 per ounce.
When it comes to expected capital expenditures, EGO says it will spend $425 million as it advances Olympias to Phase II production (commissioning on target for Q1 2017) and as it brings the Skouries mine in Greece to production (targeted for 2019). This is a very reasonable amount to spend on capital expenditures, and with Eldorado's expected profitability and strong balance sheet, the company should have no problem funding the expenses.
Eldorado also says it will defer a decision to commence construction at Tocantinzinho in Brazil until it receives all of it permits. This is a smart move, because it reduces the company's 2017 capital expenditures at Tocantinzinho from $95-105 million to just $35 million in 2017. Once the permits have been received, the company can make the decision to proceed with the project.
As mentioned in a previous article, I think Eldorado's most important project is the Skouries mine in Greece (the company received permission to build the mine last November). Phase I production will see this mine produce 2.8 million gold equivalent ounces in the first nine years at negative cash operating costs (due to high recoveries and copper by-products). Over the life of the mine, it's expected to produce 6.4 million gold equivalent ounces.
€ 15,00 soon
Is Companhia Energetica (CIG) Stock A Great Combo of Value and Growth?
Is Companhia Energetica (CIG) Stock A Great Combo of Value and Growth?
Don't wait step in now
Companhia Energetica is just a pure value play, it is important to note that it has been seeing solid activity on the earnings estimate front as well. For current year earnings, the consensus has gone up by 8.3% in the past 30 days, thanks to 1 upward revision in the past one month compared to no downward revisions.
This estimate strength is actually enough to push CIG to a Zacks Rank #2 (Buy), suggesting it is poised to outperform. So really, Companhia Energetica is looking great from a number of angles thanks to its PE below 20, a P/S ratio below one, and a strong Zacks Rank, meaning that this company could be a great choice for value investors at this time.
Hedge Funds Are Betting On Cia Energetica de Minas Gerais CEMIG-ADR (CIG)
http://www.insidermonkey.com/blog/hedge-funds-are-betting-on-cia-energetica-de-minas-gerais-cemig-adr-cig-502828/
The 8 most compelling reasons to invest in Cemig
Largest integrated Brazilian power company
Brazil’s largest Electric Power Distribution company *
Brazil’s third largest Electric Power Generation company
Brazil’s third largest Electric Power Transmission company
Positioning: major player in consolidation of Brazil’s power sector
History of successful acquisitions
Investments in new power projects
Rigorous selection of investments based on returns and value accretion
Highest liquidity in the Brazilian power sector
Free float of more than 76%
More than 100,000 shareholders, spread over more than 40 countries
Listed on 3 stock exchanges: São Paulo, New York and Madrid
Average daily trading in 2013: R$ 78mn in São Paulo (BM&FBOVESPA); US$27mn in New York (NYSE)
Balanced portfolio of investments Interests cover the three areas of the power sector:
Generation – 70 power plants
Transmission – 9,454 miles of transmission lines
Distribution – 526,869 miles of distribution network
EBITDA is balanced between the businesses**: Generation 58%; Distribution and others businesses, 7%; Transmission, 35%.
Outstanding corporate governance
Rigorous compliance with Sarbanes-Oxley
Board of directors: support structure includes six support committees
Pro-market by-laws limit ratios of investment and debt to EBITDA
Leader in sustainability
The only Latin American utility included in the DJSI World since that index was created (1999)
Included in Bovespa’s CSI (Corporate Sustainability Index) since creation of that index (2005)
One of only three Brazilian companies in the Global Dow
Solid and growing financial results
Robust, growing EBITDA
Continuous growth in net profit
Strong dividend policy
Minimum dividend is 50% of the net profit for the previous year
Extraordinary dividends may be paid in alternate years
Seadrill vs Pacific Drilling (PACD)
I SOLD SDRL AND BOUGHT PACD HERE IS WHY
PACIFIC DRILLING :
5.33 +0.76 (16.63%) MARKET CAP 22 MLN.
Shares 21.18M
Q3 (Sep '16) 2015
Net profit margin 0.09% 11.63%
Operating margin 27.97% 29.00%
EBITD margin - 55.14%
Return on average assets 0.01% 2.13%
Return on average equity 0.02% 4.79%
Employees 947
SDRL
Q3 (Sep '16) 2015
Net profit margin -88.29% -17.30%
Operating margin -85.46% -5.70%
EBITD margin - 55.92%
Return on average assets -11.68% -3.01%
Return on average equity -27.50% -7.71%
Employees 6,995
Is it possible Aegon will be taken over by NN ?
Nationale Nederland makes €2.4bn bid to take over Delta Lloyd.
Delta Lloyd rejects NN takeover bid as opportunistic and undervalued.
Will Aegon be the next canditate now ?
full report about increasing hedgefunds":
http://www.thecerbatgem.com/2016/10/01/mannkind-corp-mnkd-sees-large-increase-in-short-interest.html
A number of hedge funds and other institutional investors have recently made changes to their positions in MNKD. Vanguard Group Inc. increased its stake in MannKind Corp. by 14.1% in the second quarter. Vanguard Group Inc. now owns 22,299,330 shares of the biopharmaceutical company’s stock worth $25,867,000 after buying an additional 2,757,414 shares during the period. BlackRock Fund Advisors increased its stake in MannKind Corp. by 26.5% in the second quarter. BlackRock Fund Advisors now owns 14,729,032 shares of the biopharmaceutical company’s stock worth $17,086,000 after buying an additional 3,088,004 shares during the period. BlackRock Institutional Trust Company N.A. increased its stake in MannKind Corp. by 11.0% in the second quarter. BlackRock Institutional Trust Company N.A. now owns 7,091,818 shares of the biopharmaceutical company’s stock worth $8,227,000 after buying an additional 701,653 shares during the period. State Street Corp increased its stake in MannKind Corp. by 14.1% in the second quarter. State Street Corp now owns 4,789,656 shares of the biopharmaceutical company’s stock worth $5,558,000 after buying an additional 593,406 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. increased its stake in MannKind Corp. by 11.4% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,950,000 shares of the biopharmaceutical company’s stock worth $2,301,000 after buying an additional 200,000 shares during the period. 18.90% of the stock is currently owned by hedge funds and other institutional investors.
MannKind: New Prescription Sales Create Double-Digit Gains
http://seekingalpha.com/article/4008630-mannkind-new-prescription-sales-create-double-digit-gains
https://www.afrezza.com/
B L O C K B U S T E R
http://www.healthline.com/diabetesmine/afrezza-news-updates
WORLDWIDE INTRODUCTION
Affreza users tell you about this blockbuster drug
Is their a link between Mannkind and PFIZER ?
MannKind Agrees with Pfizer on the Purchase of Frankfurt Insulin Manufacturing Plant
PDF Add to Briefcase
VALENCIA, Calif., March 9 /PRNewswire-FirstCall/ -- MannKind Corporation (Nasdaq: MNKD) today announced that it has entered into agreements with Pfizer Inc. (NYSE: PFE) to purchase Pfizer's insulin facility at Industriepark Hoechst, Frankfurt am Main, Germany and assets related to the production of bulk insulin, including the relevant real property rights, the production equipment, a quantity of bulk insulin and a license to manufacture bulk insulin for use in pulmonary delivery. The aggregate purchase price is $33 million, subject to certain adjustments. At MannKind's option, up to $30 million worth of the company's common stock may be issued to Pfizer at closing and applied toward the full purchase price. The transfer of certain real property rights pursuant to this transaction will require the consent of third parties.
Upon the closing of this transaction, MannKind intends to retain more than half of the current workforce, subject to consultation with the works council and employee co-determination rights, and plans to operate the facility at a production level commensurate with the company's present needs for recombinant human insulin.
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BLOCKBUSTER AFREZZA
Affreza why it is a BLOCKBUSTER
Mannkind Afrezza Launch 2.0: How It Is Different This Time Around
Mannkind (NASDAQ:MNKD) is finishing up final preparations for its commercial launch of Afrezza under the company's own branded product scheduled for July of 2016. Mannkind regained the full rights of Afrezza back from Sanofi (NYSE:SNY) on April 5th, 2016, and has been in a transition period since then preparing its commercial operation and self-branded product for the upcoming relaunch. A few reasons why this launch might produce better sales than Sanofi's failed launch last year include the fact that the company has better data from studies at this time, will have a more dedicated, focused, and targeted sales force, and it has the 100% backing of the CEO and full resources of the company.
Mannkind recently presented 6 posters at the American Diabetes Association (ADA)'s (article) latest meeting in June of 2016. The big takeaway from the day was that Afrezza demonstrated a faster onset of action and a shorter duration than rapid-acting insulin analogs in patients with diabetes mellitus including a 25-35 minute faster onset of action than Lispro with a 2-3 hour shorter duration.
Rumours AGAIN : is Seadrill in of Buying Pacific Drilling ?
The first reason to be bullish on Pacific Drilling is the company’s fleet. Pacific Drilling has 100% of its fleet as high specification ultra deep-water fleet as compared to 84% for Ocean Rig. A modern fleet means that the company has an edge over peers when the offshore drilling market recovers. Currently, decline in oil prices is a major concern for the offshore drillers. However, I believe that oil prices will bounce back soon as global geo-political tensions are oil price supportive.
Is Pacific Drilling a takeover candidate?
Bloomberg Business earlier reported that the offshore drilling contractor Pacific Drlling was being looked at by Transocean, Ensco and Seadrill as a potential takeover candidate.
Who is buying in now !
Jun 17 - Close
NYSE real-time data - Disclaimer
Currency in USD
Range 8.10 - 8.83
52 week 3.00 - 39.60
Open 8.10
Vol / Avg. 283,995.00/346,152.00
Mkt cap 201.15M
P/E 24.90
Div/yield -
EPS 0.34
Shares 22.55M
Beta 2.73
Inst. own 15%
Rumours about Mannkind waiting for EMA decision
http://www.thepointreview.com/mannkind-corporation-nasdaqmnkd-has-potential-to-increase-315-percent/
Is one of the largest pharmaceutical companies interested in Afrezza.
No it isn't a Company that is in regular insuline yet !
There are rumours post it here !
Endeavour Silver Propelled Higher By Spectacular Test Results
Read mor:
http://seekingalpha.com/article/3966893-endeavour-silver-propelled-higher-spectacular-test-results
500M shelf filing should sustain the company for the next 2-3 years.
MannKind will handle Afrezza itself in the U.S. for the foreseeable future.
MannKind acknowledges that cash situation is priority.
MannKind expects to launch its own branded Afrezza in Q3.
http://seekingalpha.com/article/3968425-mannkind-offers-commercialization-update-afrezza-important-investor-considerations?app=1&auth_param=24mj:1bi1ck3:70598c41161322a5362299bf12535bbe&uprof=11#alt1
http://seekingalpha.com/article/3966535-mannkind-bankruptcy-table
https://twitter.com/search?q=affreza
AFFREZA The best insuline on the market
https://twitter.com/hashtag/afrezza?lang=nl
Affreza saves lifes
https://twitter.com/hashtag/afrezza
Solazyme Inc: Shifting Partnerships Show Improved Focus
http://www.fool.com/investing/general/2015/10/30/solazyme-shifting-partnerships-show-improved-focus.aspx
Food Ingredients Take Center Stage For Solazyme
http://seekingalpha.com/article/3603666-food-ingredients-take-center-stage-for-solazyme?app=1&auth_param=24mj:1b2vakq:36e35b54aedb6eefb189b31c1a74602d&uprof=11
TWITTER AFFREZA : USERS ARE HOPEFULL
Snowing in buffalo :( But I'm happy cause I have afrezza and perfect blood sugars.
Nothing like Sugars around 100 after eating a firehouse sub for lunch w #afrezza
Annual Physical today Doc never heard of Afrezza but blown away by my Labs said I am healthier as a T1 then most of his patients.
https://twitter.com/search?q=afrezza&src=typd